Illustration: Craig Stephens
Andy Xie
Opinion

Opinion

Andy Xie

Markets aren’t really recovering from the US-China trade war – this is just a dead cat bounce

  • The change in the Fed’s policy posture has more bearing on global financial health than a resolution to the trade war
  • Either way, China and the US have worrying debt problems, and Chinese consumers won’t be able to boost the economy

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Illustration: Craig Stephens
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Traders will be listening for stock-moving policy steps out of this week’s ‘two sessions’ gathering. Here, Chinese President Xi Jinping walks to deliver his speech at the National People's Congress in Beijing on March 20, 2018. Photo: Reuters

5 things traders are watching for as China’s power elite gathers at the ‘two sessions’

  • Hugely important decisions will be made that could impact China stocks
  • Traders say stocks that might be most affected are tied to consumption, autos, construction, health care and brokerages
Topic |   Two Sessions 2019 (Lianghui)

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Traders will be listening for stock-moving policy steps out of this week’s ‘two sessions’ gathering. Here, Chinese President Xi Jinping walks to deliver his speech at the National People's Congress in Beijing on March 20, 2018. Photo: Reuters
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